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Posted on 7/29/26 at 3:21 pm to jefforize
They got me on that green candle at lunch time….. bought this and AMD
Posted on 7/29/26 at 5:53 pm to bayoubengals88
So, did meta mention anymore on the excess compute? And have the feelings changed any for nebius based on it?
Posted on 7/29/26 at 5:56 pm to LSUSports247
there is some extreme NBIS fear on X going into this earnings.
Posted on 7/29/26 at 5:59 pm to jefforize
quote:
brutal bull trap
It really was. Or has been, so far. I think a lot of folks (myself included) placed orders under the assumption that a rate pause would calm markets and send us higher.
High returns don’t come for free. Volatility is the price we pay. Don’t get caught up in selling low and buying after the rallies.
Posted on 7/29/26 at 7:19 pm to LSUcam7
Smart framing by Microsoft.
Personally, I like the Nebius has no deals with Anthropic or OpenAI.
Personally, I like the Nebius has no deals with Anthropic or OpenAI.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/29/26 at 7:23 pm to LSUcam7
quote:best you can hope for is to tread water if you do that
Don’t get caught up in selling low and buying after the rallies.
Posted on 7/29/26 at 7:38 pm to bayoubengals88
Yea Microsoft call seems to be very well received.
Google, Meta and now Microsoft all confirm higher 2027 AI capex. Google used the term “substantially.”
In other supportive news…
8/9th inning in this AI panic. August rips.
quote:
- CY2026 CAPEX ~ $175B, WILL GROW CY2027
Google, Meta and now Microsoft all confirm higher 2027 AI capex. Google used the term “substantially.”
In other supportive news…
quote:
Friar (OpenAI CFO) told staffers that annualized recurring revenue in July was higher than in the second quarter as a whole.
8/9th inning in this AI panic. August rips.
Posted on 7/29/26 at 7:42 pm to LSUcam7
I think Nebius might just time it right with the 8/12 earnings…
Two weeks is forever in this market.
Two weeks is forever in this market.
Posted on 7/29/26 at 8:03 pm to bayoubengals88
Buying more as it falls. Averaging as low as possible.
Posted on 7/29/26 at 8:09 pm to michael corleone
If Leopold as a 5.6% equity owner was forced to sell…that would make some sense….
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/29/26 at 8:30 pm to michael corleone
quote:
Buying more as it falls.
Bought shares at the close today. Last ones i bought were at sub 100.
Posted on 7/30/26 at 7:06 am to FLObserver
Nature is healing
Posted on 7/30/26 at 7:51 am to LSUcam7
looking good.
interesting language in that microsoft er for sure
Posted on 7/30/26 at 8:05 am to LSUcam7
Posted on 7/30/26 at 8:38 am to bayoubengals88
This market is so wild lol. If you trade this thing emotionally you’re losing the hell out of money
Posted on 7/30/26 at 8:40 am to bayoubengals88
Doubled my position the last few days in NBIL at $12.65 and $16.95.. now up to 400 shares at avg cost $20. Need NBIS to crush earnings and I will sell some to add in other places.
Posted on 7/30/26 at 8:53 am to jerryc436
Glad I bought more shares as it was down, only wish I would’ve bought more. But I’ll be glad to not see it this low again
Posted on 7/30/26 at 8:55 am to NorthShoreTiger44
There’s a non-zero chance we’re not completely out of the woods yet.
But frick did we need this or did we need this?
But frick did we need this or did we need this?
Posted on 7/30/26 at 8:56 am to itsbigmikey
whoa 
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